Administrative Assistant
Thrivent
- Savannah, GA
- $18.00-19.00 per hour
- Permanent
- Full-time
- Handles incoming telephone calls to Hess Wealth Management and responds to requests for information
- Performs routine administrative duties such as maintaining office supplies and processing mail
- Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
- Supports projects, administration of various programs, and processing functions as needed
- Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors
- Update the contact management system with client/member contact and preference information
- Assist Financial Advisors in the preparation and follow up for the client/member meetings
- Tracks practice expenses and oversees the practice bill paying
- Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
- Participates in the business planning process
- Completes other miscellaneous tasks as assigned
- Previous administrative/secretarial experience desired
- Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive/confidential information
- Basic understanding of Hess Wealth Management, our products and services, and Thrivent Financial
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
- Must be able to work with all roles of Hess Wealth Management
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations